California · Nonprofit
MONTEREY COUNTY SYMPHONY ASSOC INC
MONTEREY COUNTY SYMPHONY ASSOC INC (California) receives grants from 32 organizations whose IRS filings report $2,131,252 to it, the largest being BERKSHIRE FOUNDATION ($540,000). 21 of them have funded it in more than one year.
- Revenue FY2025
- $3.3M
- Funders on record
- 32
- Grants received
- $2.1M
- Net assets
- $21M
What Monterey County Symphony Assoc Inc does
Mission
Entertain and engage our community through musical performance and education.
As stated on its FY2025 Form 990.
Program
The symphony performs major works by great composers, lesser-known works by them and their contemporaries, works by living composers and popular music that uses symphonic instrumentation. During the 2024-2025 season 6 concert sets, with a total of 12 performances, at the sunset center in carmel. Each concert set includes 2 performances. The outdoor pops concert series features family friendly compositions from films, musicals, tv shows and various other types of media. The pops concert series was presented twice at the forest theatre in carmel with an additional performance at sherwood hall in salinas. Two youth concerts were presented at sherwood hall in salinas and two more were performed at the forest theater in carmel. Children from all over the county were invited to watch the monterey symphony perform compositions from popular films, musicals and tv shows free of charge.
$1,785,360 spent$356,488 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,785,360.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $17M to $21M (+24%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2021 19%. Grants only. Government contracts and fees sit inside program revenue.
44% of MONTEREY COUNTY SYMPHONY ASSOC INC’s revenue is contributions — about as donation-reliant as the typical peer (63% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Pinkie Terry
V chair & treas
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2019 and FY2020 filings.
Who funds it, year by year
2017 → 2023: the base held at 12 funders, grant income rose $107k → $204k.
4 of 32 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 19% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of MONTEREY COUNTY SYMPHONY ASSOC INC’s funders (the co-funder graph). Top 30 of 32 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MONTEREY COUNTY SYMPHONY ASSOC INC has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
32% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MONTEREY COUNTY SYMPHONY ASSOC INC.
Largest funder’s share by year: 2017 37% · 2018 39% · 2019 56% · 2020 27% · 2021 36% · 2022 36% · 2023 37% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
48% of MONTEREY COUNTY SYMPHONY ASSOC INC's funders are still giving 3 years after their first grant; 66% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
89% of MONTEREY COUNTY SYMPHONY ASSOC INC's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $408k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MONTEREY COUNTY SYMPHONY ASSOC INC runs a healthier operating margin than half of the 3,230 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 3,230 arts & culture nonprofits $1M–$10M, FY2025
Organizations like MONTEREY COUNTY SYMPHONY ASSOC INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
66% of spending goes to programs.
Governance
Public support
77%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for MONTEREY COUNTY SYMPHONY ASSOC INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MONTEREY COUNTY SYMPHONY ASSOC INC?
- MONTEREY COUNTY SYMPHONY ASSOC INC (California) receives grants from 32 organizations whose IRS filings report $2,131,252 to it, the largest being BERKSHIRE FOUNDATION ($540,000). 21 of them have funded it in more than one year.
- How many funders does MONTEREY COUNTY SYMPHONY ASSOC INC have?
- IRS filings report 32 organizations giving $2,131,252 in grants to MONTEREY COUNTY SYMPHONY ASSOC INC, 21 of which have funded it in more than one year.
- Who is the largest funder of MONTEREY COUNTY SYMPHONY ASSOC INC?
- BERKSHIRE FOUNDATION is the largest funder on record, with $540,000 in grants. The full list of funders is on this page.
- How can an organization like MONTEREY COUNTY SYMPHONY ASSOC INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 32 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing